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Motilal Oswal Business Cycle Fund-Reg(G)

Scheme Returns

12.6%

Category Returns

4.77%

Riskometer

  • Low
  • Low to moderate
  • Moderate
  • Moderately High
  • High
  • Very High

NAV Chart

Trailing Returns

1 Day 1 week 1 Mth 3 Mth 1 Yrs 3 Yrs 4 Yrs 5 Yrs Since Inception
Motilal Oswal Business Cycle Fund-Reg(G) -0.25 0.89 12.60 17.62 0.00 0.00 0.00 0.00 30.85
Equity - Thematic Fund - Other -12.76 -11.77 4.77 -2.51 24.47 17.28 20.48 19.94 18.49

* Equity - Returns upto 1 year are absolute and over 1 year are CAGR.

* Debt - Returns upto 1 year are annualized and over 1 year are CAGR.

Scheme Profile
Portfolio Details
Divident Details

  • AMC

    Motilal Oswal Asset Management Company Limited

  • Fund

    Motilal Oswal Mutual Fund

Snapshot

  • Inception Date

    27-Aug-2024

  • Initial Price

    ₹10

  • Entry Load

    --

  • Size of Fund(in Cr.)

    78,330.67

  • Scheme Plan

    --

  • Scheme Class

    Equity - Thematic Fund - Other

  • Objectives

    To achieve long term capital appreciation by predominantly investing in equity and equity related instruments of companies by investing with a focus on riding business cycles through allocation between sectors and stocks at different stages of business cycles.

  • Scheme Type

    Open ended scheme

  • Min. Investment

    ₹500

  • Exit Load

    1

  • Latest NAV

    12.6961

  • Fund Manager

    Mr. Ajay Khandelwal

  • Fund Manager Profile

    --

  • Fund Information

  • AMC

    Motilal Oswal Asset Management Company Limited

  • Address

    10th Floor, Motilal Oswal Tower, Rahimtullah Sayani Road, Opp Parel ST Bus Depot, Prabhadevi Mumbai - 400025

  • Phone

    022 40548002

  • Fax

    022-22816161

  • Email

    amc@motilaloswal.com

  • Website

    http://www.motilaloswalmf.com/

  • Registrar Agent

  • Registrar

    KFin Technologies Limited

  • Address

    Selenium Building, Tower-B, Plot No 31 & 32 Financial District,Nanakramguda, Serilingampally Hyderabad - 500 032

  • Phone

    (040) 23312454 23320751 23320752

  • Fax

    (040) 23311968

  • Email

    customercare@karvy.com

  • Website

    https://mfs.kfintech.com/

Portfolio Details

Allocation
Equity : 92.13
Others : 7.87

Companies - Holding Percentage

Company Market Value hold percentage
Shaily Engineering Plastics Limited 12973.5 9.59
Polycab India Limited 12771.33 9.44
Coforge Limited 12594.48 9.31
Zomato Limited 12589.2 9.31
Trent Limited 11891.95 8.79
Kalyan Jewellers India Limited 10866.75 8.03
One 97 Communications Limited 10325.04 7.63
Jio Financial Services Limited 9850.5 7.28
Deepak Fertilizers and Petrochemicals Corporation Limited 9624.65 7.11
Bharti Airtel Limited 7294.8 5.39
Healthcare Global Enterprises Limited 6531.2 4.83
Sky Gold Limited 5433.43 4.02
Mahindra & Mahindra Limited 3707.63 2.74
Net Receivables / (Payables) 3347.47 2.47
Premier Energies Limited 2320.13 1.72
Waaree Energies Limited 1982.08 1.47
Bajaj Housing Finance Limited 489.13 0.36
Baazar Style Retail Ltd 432.38 0.32
Ecos India Mobility And Hospitality Ltd 258.7 0.19

Sectors - Holding Percentage

Sector hold percentage
Retailing 18.42%
IT 16.94%
Diamond & Jewellery 12.05%
Electricals 11.16%
Plastic Products 9.59%
Others 7.87%
Finance 7.64%
Chemicals 7.11%
Healthcare 4.83%
Automobile & Ancillaries 2.74%
Capital Goods 1.47%
Business Services 0.19%

Divident Details

Scheme Name Date Dividend (%)
No Data Found

Alternative Funds From Category

Scheme Name Asset Size 1M 3M 6M 1Y 3Y
Union Innovation & Opportunities Fund - Regular Plan - Growth Option 491.32 9.72 5.51 18.87 44 0
Franklin India Opportunities Fund - Growth 681.73 5.77 -0.76 6.42 40.16 28.72
HSBC Business Cycles Fund - Regular Growth 566.37 6.93 1.05 8.74 39.75 25.47
Invesco India PSU Equity Fund - Growth 431.9 3.54 -2.85 -7.55 32.3 34.32
Aditya Birla Sun Life Manufacturing Equity Fund - Regular Plan - Growth 627.43 3.71 -3.48 4.14 31.6 19.4
Kotak Pioneer Fund- Regular Plan- Growth Option 1627.66 4.88 -1.74 6.03 31.17 18.41
Axis Innovation Fund - Regular Plan - Growth Option 1359.02 4.8 -1.68 7.44 31.17 12.36
Mahindra Manulife Business Cycle Fund- Regular Plan - Growth 463.85 3.46 -5.46 3 30.87 0
Samco Active Momentum Fund - Regular Plan - Growth Option 411.94 10.11 6.33 14.59 29.96 0
ICICI Prudential Manufacturing Fund - Cumulative Option 717.63 2.46 -4.92 -3.95 28.28 26.6

Other Funds From - Motilal Oswal Business Cycle Fund-Reg(G)

Scheme Name Asset Size 1M 3M 6M 1Y 3Y
Motilal Oswal Midcap Fund-Regular Plan-Growth Option 22897.62 9.14 7.57 22.74 59.69 36.84
Motilal Oswal Midcap Fund-Regular Plan-Growth Option 20055.68 9.14 7.57 22.74 59.69 36.84
Motilal Oswal Midcap Fund-Regular Plan-Growth Option 18604.02 9.14 7.57 22.74 59.69 36.84
Motilal Oswal Midcap Fund-Regular Plan-Growth Option 15940.06 9.14 7.57 22.74 59.69 36.84
Motilal Oswal Midcap Fund-Regular Plan-Growth Option 14445.55 9.14 7.57 22.74 59.69 36.84
Motilal Oswal Midcap Fund-Regular Plan-Growth Option 12627.68 9.14 7.57 22.74 59.69 36.84
Motilal Oswal Flexi Cap Fund -Regular Plan-Growth Option 12598.45 8.85 4.92 18.37 47.65 24.12
Motilal Oswal Flexi Cap Fund -Regular Plan-Growth Option 12563.85 8.85 4.92 18.37 47.65 24.12
Motilal Oswal Flexi Cap Fund -Regular Plan-Growth Option 12023.89 8.85 4.92 18.37 47.65 24.12
Motilal Oswal Flexi Cap Fund -Regular Plan-Growth Option 11728.02 8.85 4.92 18.37 47.65 24.12